Back to SCHW-PJ

MFG Investments, LLC → SCHW-PJ

MFG Investments, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
4
Latest value
$232K
Q3 2026
Peak value
$11M
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$11M
Q3 2026$9.8M
Q3 2026$998K
Q3 2026$232K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$232K7.1K——
Q3 2026$998K31.8K——
Q3 2026$9.8M294.8K——
Q3 2026$11M305.4K——

Other funds holding SCHW-PJ

Other MFG Investments, LLC positions

AAPL

APPLE INC

$3.6M
NVR

NVR INC

$3.4M
MDT

AMERICAN CENTY ETF TR

$3.3M
ETHA

ISHARES TR

$3M
PDI

PIMCO ETF TR

$2.8M
NVDA

NVIDIA CORPORATION

$2.8M
FIS

FIDELITY COVINGTON TRUST

$2.6M
FPF

FIRST TR EXCHANGE TRAD FD VI

$2.6M